NASDAQ$JACK

Jack in the Box Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Jack in the Box Inc. reported Q4 2022 earnings with revenue increasing by 44.6% and same-store sales growing for both Jack in the Box and Del Taco.

Jack in the Box Inc. announced its Q4 2022 financial results, with total revenues increasing by 44.6% to $402.8 million. Diluted earnings per share was $2.17. Jack in the Box same-store sales increased by 4.0%, and Del Taco same-store sales increased by 5.2%. The company repurchased 0.3 million shares of its common stock for $25.0 million during the quarter.

  • Jack in the Box same-store sales increased 4.0% in Q4 2022.
  • Del Taco same-store sales increased 5.2% in Q4 2022.
  • Systemwide sales increased 4.1% for Jack in the Box and 4.2% for Del Taco in Q4 2022.
  • Net earnings increased to $45.9 million for the fourth quarter of fiscal 2022.

Headline financials

Total Revenue

$403M

Previous: $278M+44.6%
EPS (adj)

$1.33

Previous: $1.80-26.1%
Company same-store sales change

11.4%

Previous: -4.4%+359.1%
Franchise same-store sales change

3.2%

Previous: 0.6%+433.3%
System same-store sales change

4.0%

Previous: 0.1%+3900.0%
Capital Expenditures

$12.1M

Previous: $5.85M+107.2%
Free Cash Flow

$46.9M

Previous: $45.4M+3.4%
Net Income

$45.9M

Previous: $38.9M+17.8%
Operating Income

$84.4M

Previous: $68.8M+22.8%
Gross Profit

$114M

Previous: $95M+20.1%
Cash & Equivalents

$109M

Previous: $73.6M+48.0%
Total Assets

$2.92B

Previous: $1.75B+67.0%
Stock-Based Comp

$1.58M

Previous: $710K+122.7%

Revenue & EPS history

Jack in the Box · Revenue · Quarterly

$403M

Q4 2022+44.6%vs Q4 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Jack in the Box · $403M total across 4 segments · Q4 2022

  • Company restaurant sales
    $214M+124.3%
  • Franchise rental revenues
    $80.7M-4.4%
  • Franchise royalties and other
    $56.9M+15.5%
  • Franchise contributions for advertising and other services
    $50.7M+3.2%

Forward guidance

Jack in the Box Inc. provided guidance for fiscal year 2023, expecting positive net unit growth for Jack in the Box, driven by 25-30 gross openings, and 8-12 gross openings for Del Taco. The company anticipates low single-digit same-store sales growth for both brands. Restaurant Level Margin is expected to be 18-20% for Jack in the Box and 14-16% for Del Taco.

Tailwinds

  • Expects positive net unit growth in 2023, led by 25-30 gross openings for Jack in the Box.
  • Del Taco expects 8-12 gross openings in 2023.
  • Anticipates low single-digit same-store sales growth for both Jack in the Box and Del Taco.
  • Jack in the Box Restaurant Level Margin is expected to be 18-20%, which includes high single digit price increases.
  • Del Taco Restaurant Level Margin is expected to be 14-16%, which includes high single digit price increases.

Headwinds

  • Jack in the Box Restaurant Level Margin is impacted negatively by 125 bps due to the remaining Evolving Markets.
  • Digital and restaurant level technology investments are expected to pressure Operating EPS by $0.22 in FY 2023.
  • FY 2023 Company-owned Commodity Guidance up 9-11% vs. 2022
  • FY 2023 Company-owned Wage Rate Guidance up 3-6% vs. 2022
  • Operating EPS Guidance includes $0.08 negative impact associated with the reduction in rental revenue from real estate sales

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+0.1%

Avg return

Earnings day

+0.1%

Avg return

5 days after

-3.5%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+20.0%

Q3 2019

Best reaction

-18.1%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-14.3%-10.6%+4.5%
Q1 2026-18.1%-20.9%-50.0%
Q4 2025+7.9%+35.3%+35.0%
Q2 2025-6.6%-14.3%-28.7%
Q1 2025+11.8%+5.5%-19.2%
Q4 2024+3.8%+4.2%-11.5%
Q3 2024-2.7%+1.3%-12.6%
Q2 2024+0.6%-0.4%+4.1%
Q1 2024-4.6%-4.0%-8.7%
Q4 2023+2.5%+0.6%+20.3%
Q3 2023-6.9%-10.3%-16.9%
Q2 2023-0.5%-3.5%-4.8%
Q1 2023+12.1%+11.3%+11.7%
Q4 2022-15.3%-14.7%-20.3%
Q3 2022+12.5%+17.8%+8.3%
Q2 2022-5.5%-3.7%-16.5%
Q1 2022-3.6%-2.8%+0.9%
Q4 2021-6.6%-8.2%-11.4%
Q3 2021-3.6%-4.9%+0.0%
Q2 2021-6.7%-5.1%-2.6%
Q1 2021-1.2%-1.9%+15.5%
Q4 2020+4.2%+4.1%+5.5%
Q3 2020-2.9%-7.0%-2.0%
Q2 2020-0.5%-3.1%+7.8%
Q1 2020-0.6%-1.5%-73.2%
Q4 2019-5.1%-8.1%-8.6%
Q3 2019+20.0%+20.9%+21.6%
Q2 2019+1.9%+5.9%+10.5%
Q1 2019-2.1%-1.5%-4.6%
Q4 2018+4.9%+8.6%-0.3%
Q3 2018+8.2%+3.9%+1.9%
Q2 2018-7.3%-8.6%-4.6%
Q1 2018+1.7%+2.1%-4.9%
Q4 2017+1.0%+4.1%-4.2%
Q3 2017+0.8%+3.3%-2.7%
Q2 2017+8.1%+4.5%+6.7%
Q1 2017-9.9%-11.7%-6.7%
Q4 2016+6.0%+5.9%+9.5%
Q3 2016+9.6%+9.4%+14.7%
Q2 2016+9.1%
Q1 2016-13.9%
Q4 2015+5.0%
Q3 2015-5.5%
Q2 2015-4.4%
Q1 2015+8.7%
Q4 2014+6.6%
Q3 2014+6.4%
Q2 2014-0.2%
Q1 2014+9.5%
Q4 2013+6.2%
Q3 2013+3.6%
Q2 2013-3.3%
Q1 2013+3.4%
Q4 2012+4.6%
Q3 2012-2.0%
Q2 2012+4.2%
Q1 2012-2.2%
Q4 2011-4.8%
Q4 2010-4.8%
Q3 2011+6.4%
Q2 2011+4.8%
Q1 2010-5.0%
Q1 2011+1.0%
Q2 2010-0.9%
Q4 2008-0.9%
Q4 2009-6.7%
Q3 2009-6.7%
Q3 2010-6.7%

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